HQY — HEALTHEQUITY, INC.Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
24
all time
Members · 12m
1
3 buys · 0 sells · by trade date
Latest filing
09-04
2026-09-04
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
7
13F holders
479
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 24Institutional 479

Congress · disclosure timeline

By trade date · 24 months · 8 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in HQY

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing HQY in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2

1 member

Congressional disclosures

Newest filed firstAll 24 rows ↗
Latest congressional filings mentioning HQY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-10 LATE·56d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 06-30 +2d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-29 +10d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-07-10Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 06-16 +24d$1K–$15K
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2024-12-05Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 11-07 +28d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2024-01-24Blake D. Moore R–UT-1SELLTraded 01-19 +5d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

All holders ↗
Top institutional holders of HQY for quarter 2026-03-31, 1–25 of 479 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$880M1
derived ·§ EDGAR ↗
2WASATCH ADVISORS LP$602M1
derived ·§ EDGAR ↗
3VANGUARD PORTFOLIO MANAGEMENT LLC$348M1
derived ·§ EDGAR ↗
4VANGUARD CAPITAL MANAGEMENT LLC$320M1
derived ·§ EDGAR ↗
5STATE STREET CORP$259M1
derived ·§ EDGAR ↗
6MORGAN STANLEY$208M1
derived ·§ EDGAR ↗
7GEODE CAPITAL MANAGEMENT, LLC$189M1
derived ·§ EDGAR ↗
8AQR CAPITAL MANAGEMENT LLC$173M1
derived ·§ EDGAR ↗
9WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$139M1
derived ·§ EDGAR ↗
10DIMENSIONAL FUND ADVISORS LP$136M1
derived ·§ EDGAR ↗
11BROWN ADVISORY INC$118M1
derived ·§ EDGAR ↗
12Clearbridge Investments, LLC$109M1
derived ·§ EDGAR ↗
13MACKENZIE FINANCIAL CORP$107M1
derived ·§ EDGAR ↗
14Greenhouse Funds LLLP$105M1
derived ·§ EDGAR ↗
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$98.2M1
derived ·§ EDGAR ↗
16FMR LLC$94.8M1
derived ·§ EDGAR ↗
17NORTHERN TRUST CORP$86.6M1
derived ·§ EDGAR ↗
18DAVENPORT & Co LLC$84.9M1
derived ·§ EDGAR ↗
19Atalan Capital Partners, LP$73.8M1
derived ·§ EDGAR ↗
20BANK OF AMERICA CORP /DE/$72.0M1
derived ·§ EDGAR ↗
21Janus Henderson Group Ltd.$71.1M1
derived ·§ EDGAR ↗
22BALYASNY ASSET MANAGEMENT L.P.$69.8M1
derived ·§ EDGAR ↗
23CADIAN CAPITAL MANAGEMENT, LP$69.6M1
derived ·§ EDGAR ↗
24MILLENNIUM MANAGEMENT LLC$67.6M1
derived ·§ EDGAR ↗
25UBS Group AG$65.7M1
derived ·§ EDGAR ↗
Show all 479 holders
Truncated by Public Filings. All 390 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · HQY

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $1.4M held
Trimming
1 Bridgewater Associates $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · HEALTHEQUITY INC

Merged timeline of congressional filings and notable-manager moves on HQY
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+11,587 sh
2026-05-15Bridgewater Associates 13FEXIT−20,827 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)3 buy / 0 sell
Congress net ($ bound)$3.0K to $45.0K
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.